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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Cisco Systems
1951
Cisco Systems
California
$462M +$25.3M +6% 5.96% 210% 4 0% 1.8
CapWealth Advisors
1952
CapWealth Advisors
Tennessee
$462M +$46.2M +11% 7% 152% 338 73.67% 2.5
Jacobs & Co
1953
Jacobs & Co
California
$461M +$12.6M +3% 1.46% 105% 122 3.28% 2.9
Auxier Asset Management
1954
Auxier Asset Management
Oregon
$460M +$12.9M +3% 3.97% 71.7% 156 5.77% 2.9
Summit Securities Group
1955
Summit Securities Group
New York
$460M +$163M +55% 3.84% 136% 337 78.04% 0.1
Overbrook Management Corp
1956
Overbrook Management Corp
New York
$460M +$25.6M +6% 8.33% 157% 82 8.54% 2.3
Sageworth Trust
1957
Sageworth Trust
Pennsylvania
$459M +$21.7M +5% 0.38% 64.5% 66 48.48% 1.5
Invesco Private Capital
1958
Invesco Private Capital
New York
$459M +$75.8M +20% 20.7% 41.9% 6 16.67% 2.6
NC
1959
Nokomis Capital
Texas
$458M -$9.8M -2% 15.7% 145% 54 37.04% 1.4
TAM
1960
Telemark Asset Management
Massachusetts
$458M -$23.8M -5% 6.03% 329% 59 62.71% 0.6
Perigon Wealth Management
1961
Perigon Wealth Management
California
$458M +$68.6M +18% 1.32% 104% 787 32.66% 0.7
Radcliffe Capital Management
1962
Radcliffe Capital Management
Pennsylvania
$458M +$45.3M +11% 0.02% 4.8% 27 0% 1.2
OCMI
1963
Oaktop Capital Management II
New Jersey
$458M +$29.6M +7% 8.68% 451% 22 13.64% 2.4
MGM
1964
Miura Global Management
New York
$458M -$455M -50% 0.54% 375% 27 44.44% 1.2
Strategy Asset Managers
1965
Strategy Asset Managers
California
$457M +$11M +2% 4.04% 115% 151 35.1% 2.1
MCF Advisors
1966
MCF Advisors
Kentucky
$457M +$34.7M +8% 1.87% 50.2% 489 15.75% 2.3
Community Bank
1967
Community Bank
New York
$456M +$17.8M +4% 2.9% 73.5% 496 10.48% 1.5
AH
1968
Allen Holding
New York
$456M +$2.6M +0.6% 2.51% 135% 7 0% 3.5
Howe & Rusling
1969
Howe & Rusling
New York
$456M -$8.4M -2% 2% 82% 1,119 12.96% 1.9
Harvest Fund Management
1970
Harvest Fund Management
China
$455M – – 4.26% 327% 212 – 0
Pictet North America Advisors
1971
Pictet North America Advisors
Switzerland
$455M +$35.1M +8% 2.65% 67.7% 109 18.35% 1.1
AAM
1972
Autus Asset Management
Arizona
$454M +$7.93M +2% 0.53% 26.3% 153 3.92% 2.6
VCM
1973
V3 Capital Management
Texas
$453M +$37.8M +9% 6.09% 20.5% 21 61.9% 0.4
LCM
1974
Lomas Capital Management
New York
$452M +$4.66M +1% 7.63% 66.3% 46 60.87% 0.5
Bienville Capital Management
1975
Bienville Capital Management
New York
$452M +$56.5M +14% 0.93% 36.3% 169 22.49% 0.9